Insights

Market Position The Wizetrade Group operates within the investment management sector with a sizeable customer base of over 130,000 individual investors, highlighting a strong market presence and potential for expanding digital or technological services tailored to active traders.

Revenue Potential With annual revenues estimated between $25 million and $50 million, Wizetrade demonstrates solid financial stability, which suggests capacity for investing in new technology platforms or professional training solutions to enhance customer retention and engagement.

Technology Utilization The company's use of common web technologies such as jQuery, Windows Server, and Google Analytics indicates an active digital footprint and openness to technological upgrades, presenting opportunities for innovative software integration or cloud-based solutions.

Growth Opportunities Positioned against larger competitors like TradeStation and TradingView, Wizetrade can benefit from strategic partnerships or targeted marketing efforts to differentiate its offerings and capture a larger share of the individual investor market.

Customer Engagement With a focus on personalized support, training, and technology enabling successful trading, there are opportunities to develop advanced educational tools, live coaching services, or interactive platforms aimed at increasing customer lifetime value and satisfaction.

Similar companies to The Wizetrade Group

The Wizetrade Group Tech Stack

The Wizetrade Group uses 5 technology products and services including jQuery, SWFObject, Windows Server, and more. Explore The Wizetrade Group's tech stack below.

  • jQuery
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • Windows Server
    Operating Systems
  • Google Analytics
    Web Analytics
  • Microsoft IIS
    Web Servers

Media & News

The Wizetrade Group's Email Address Formats

The Wizetrade Group uses at least 1 format(s):
The Wizetrade Group Email FormatsExamplePercentage
FLast@wizetrade.comJDoe@wizetrade.com
42%
F_Last@wizetrade.comJ_Doe@wizetrade.com
13%
F.Last@wizetrade.comJ.Doe@wizetrade.com
3%
FLast@wizetrade.comJDoe@wizetrade.com
42%

Frequently Asked Questions

Where is The Wizetrade Group's headquarters located?

Minus sign iconPlus sign icon
The Wizetrade Group's main headquarters is located at Plano, Texas 75024 United States. The company has employees across 1 continents, including North America.

What is The Wizetrade Group's phone number?

Minus sign iconPlus sign icon
You can contact The Wizetrade Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Wizetrade Group's official website and social media links?

Minus sign iconPlus sign icon
The Wizetrade Group's official website is wizetrade.com and has social profiles on LinkedIn.

What is The Wizetrade Group's SIC code NAICS code?

Minus sign iconPlus sign icon
The Wizetrade Group's SIC code is 7372 - Prepackaged Software NAICS code is 5239 - Other Financial Investment Activities.

How many employees does The Wizetrade Group have currently?

Minus sign iconPlus sign icon
As of February 2026, The Wizetrade Group has approximately 29 employees across 1 continents, including North America. Key team members include Chief Executive Officer: J. F.Chief Commodities Analyst: R. S.Vice President: M. T.. Explore The Wizetrade Group's employee directory with LeadIQ.

What industry does The Wizetrade Group belong to?

Minus sign iconPlus sign icon
The Wizetrade Group operates in the Investment Management industry.

What technology does The Wizetrade Group use?

Minus sign iconPlus sign icon
The Wizetrade Group's tech stack includes jQuerySWFObjectWindows ServerGoogle AnalyticsMicrosoft IIS.

What is The Wizetrade Group's email format?

Minus sign iconPlus sign icon
The Wizetrade Group's email format typically follows the pattern of FLast@wizetrade.com. Find more The Wizetrade Group email formats with LeadIQ.

The Wizetrade Group

Investment ManagementTexas, United States11-50 Employees

If you are determined to take an active role in securing a solid financial future, you are ready to join the Wizetrade family of investors who are driven to succeed! Since 1999, Wizetrade has worked hand-in-hand with over 130,000 individual investors, empowering them with the latest technology, personalized training and one-on-one support needed to become more successful traders. Wizetrade has helped thousands take away the worry of retirement, finance their children’s education and countless other financial goals. We’re equally committed to helping you reach and exceed your goals, too!

Section iconCompany Overview

Headquarters
Plano, Texas 75024 United States
Phone number
SIC Code
7372 - Prepackaged Software
NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    The Wizetrade Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    The Wizetrade Group's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.